Alan Christensen is a CFA-designated registered investment advisor at Sarofim Trust CO, based in Houston, TX, with 16 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 96 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60M+ | 0.20% |
Schedule reflects Large Capitalization Equity, Concentrated Equity, Equity Income, and Balanced Portfolios. Global and International Equity products have a separate schedule starting at 0.60%. Fixed income is billed at a flat 0.20%.
Fee Estimator
Location
845 Texas Avenue, Suite 2000, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fayez Sarofim & CO.
Sarofim Trust CO
Sarofim International Management CO
Previous Registrations
Sarofim Advisors Group INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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